PFWA
K

Paces Ferry Wealth Advisors’s Kellanova K Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-36
Closed -$2K – 633
2020
Q3 		$2K Buy
+36
New +$2.28K ﹤0.01% 680

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paces Ferry Wealth Advisors's K Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Kellanova (K) in Q4 2020, closing a stake of 36 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in K in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 810 funds tracked by Wall St. Rank hold K as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Kellanova position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 36 Kellanova shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in Kellanova in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Kellanova position peaked at $2K in Q3 2020.
  • 810 funds tracked by Wall St. Rank held Kellanova as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.